See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,294 | $93,373-15.1% | $152,466-48.0% | $85,850-7.6% |
| Participation rate | 70.6% | 70.1%+0.5pp | 78.2%-7.6pp | 69.3%+1.3pp |
| Annual return | 9.56% | 21.84%-12.3pp | 757.33%-747.8pp | 318.53%-309.0pp |
| Employer contribution / active EE | $1,090 | $2,996-63.6% | $4,327-74.8% | $2,565-57.5% |
| Participant deferral / active EE | $3,995 | $4,550-12.2% | $5,820-31.4% | $3,952+1.1% |
| Admin fee / account holder | $6,896 | $13,853-50.2% | $15,805-56.4% | $6,260+10.2% |